Achieve Financial Freedom With Professional Wealth Management
You’ve achieved a lot in life, yet there’s so much more you want to do. Maybe you want to help your loved ones with a milestone purchase or fund your new business venture.
Whatever your goals, The Citta Group will take the time to understand what you want to accomplish with your wealth. Whether you need assistance managing wealth for yourself, your family or your business, we provide the professional advice you need, from start to finish.
Professionals at your service
Leaning on experience and industry accreditations, our team of experts helps bring financial peace of mind to clients like you.
It all starts with you.
Our personal approach and personalized service centres on you, and it begins with getting to know you, your needs, and your goals.
What we do
At The Citta Group of RBC Dominion Securities, we deliver an all-encompassing wealth management approach to help you achieve your personal and financial goals in life. The wealth management approach gives you the confidence you need to make sound financial decisions, plus the freedom to live life the way you want.
How we do it
In addition to investment advice and money management, our team will help you protect your lifestyle, plan your retirement and create an enduring legacy for future generations.
At The Citta Group of RBC Dominion Securities, we will help you design a complete, personalized financial road map to your goals, guiding you very step of the way.
What our clients have to say about us
"I've worked with The Citta Group for a number of years, having them manage both personal and corporate assets, and they've never failed to impress."
– Paul, 41
"I cannot say enough good things about the team at The Citta Group. I started working with the team over 9 years ago and the results have been great."
– Reno, 82
"I have worked with The Citta Group for over 7 years now. The team has always been responsive, patient and willing to answer any questions that I may have."
– Sandra, 53
"Unlike our previous advisors, they have broadened our understanding about investing and provided new ideas which have proven to be very effective and are giving us good results."
– Carol, 61
Community Involvement
At The Citta Group, we believe success is measured not only by the relationships we build with our clients, but also by the positive impact we make in our communities. Through charitable giving, sponsorships, volunteer efforts, and local partnerships, we are proud to support organizations and initiatives that help our communities thrive.
2026 Waves of Changes for Autism : Golf Classic
The Citta Group was proud to participate in the 2026 Waves of Change for Autism Annual Golf Classic, an event dedicated to raising awareness and supporting individuals with autism and their families. The tournament brought together community members, businesses, and supporters who share a common goal of making a meaningful difference through fundraising and advocacy.
Giving back to the community is an important part of who we are. We are grateful to have been part of such an inspiring event and look forward to continuing to support organizations that strengthen our communities and create lasting, positive impact.
Events
Beyond Wealth Management, we are committed to building strong relationships with our clients and community. Our events provide opportunities to connect, engage, and share meaningful experiences with those we are proud to serve.
The Citta Group x Per Lui – Where Style Meets Sophistication
We were honoured to partner with Per Lui to host our 2026 Client Appreciation Event – Where Style Meets Sophistication, bringing together our valued clients, friends, and community partners for an unforgettable evening.
The event was a wonderful opportunity to celebrate the relationships we have built and express our sincere appreciation for the continued trust and support of our clients. With an incredible turnout, guests enjoyed an evening centered around style, connection, and meaningful conversations in an atmosphere that reflected the values we hold at The Citta Group.
We are grateful to everyone who attended and helped make the evening such a success. Creating memorable experiences and strengthening the relationships we share with our clients remains at the heart of what we do, and we look forward to continuing to bring our community together through future events.
Guides
Get a better vantage point on your financial picture with these informative guides penned by the RBC Family Office Services team.
Estate planning guide
How planning for tomorrow – today – can help your estate aspirations
Financial planning facts
Comprehensive list of key information, such as deadlines, contribution limits, and tax facts
Tax reporting guide
Summary of the important dates and tax information required for your annual tax return
Our Commitment
- Every client has a written, up-to-date Financial Plan
- Every client has an up-to-date Will
- Every client has had a comprehensive Estate Planning review
- Every client utilized tax-efficient investment strategies most beneficial to their own situation
- Every client has named a well-considered Executor and Power of Attorney, in a suitable jurisdiction, properly documented
- Every client has a personalized Investment Portfolio with a fully transparent fee structure
- Every client has been offered a fully digital experience, including online statements, tax documents, and remote meeting capabilities
Insights
Read the latest on markets and more from our team as well as experts and thought leaders at RBC.